Pass It On Inc

Description

Why families? I was told by a prospective client, “We’re owned by three partners, so we’re not really a family-owned company. We didn’t think you would help us.” My response, “Your company is owned by three families, so you have at least three times the confusion in trying to work out a plan.” For our purposes, any closely held company is a candidate for what we do, and will someday face the problems we solve. Our current mailing list is comprised of nearly 1000 client businesses, professional advisors and personal planning accounts, and I personally manage over 200 family business accounts in 36 states and 4 foreign countries.

The Securian Financial Network is a nationwide network of financial services firms that serves as the sales and distribution arm of Securian Financial Group, Inc., its subsidiaries and affiliates. We create customized solutions in our customers' long-term interest. Our network of financial advisors and registered representatives provide customized financial solutions to help individuals, families and business owners reach their financial goals. Our affiliated broker-dealer, Securian Financial Services, Inc., provides investors with world-class service grounded in integrity and customer focus. For more information on Securian Financial Group, Inc., visit our web site at www.securian.com.

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